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Rashtrapati Bhavan

Sec-43/44a Gurgaon

The Relationship Officer plays a pivotal role in managing and growing client relationships within the investment and wealth management domain. This position requires a blend of financial acumen, client servicing excellence, and strategic advisory capabilities to deliver tailored investment solutions and foster long-term trust.Client Relationship ManagementServe as the primary point of contact for high-net-worth individuals (HNIs) and affluent clients.
Build and maintain strong, trust-based relationships through regular engagement and personalized service.
Investment Advisory
Understand client financial goals, risk appetite, and investment preferences.
Recommend suitable investment products including mutual funds, PMS, bonds, equities, insurance, and alternative assets.
Collaborate with portfolio managers and research teams to deliver informed advice.
Portfolio Monitoring & Reporting
Track client portfolios and provide timely updates on performance, market trends, and rebalancing needs.
Ensure compliance with regulatory norms and internal policies.
Business Development
Identify cross-selling and upselling opportunities across wealth products.
Acquire new clients through referrals, networking, and targeted outreach.
Operational & Compliance Support
Facilitate onboarding, KYC documentation, and transaction processing.
Maintain accurate records and ensure adherence to audit and compliance .







 



Chadha Investment Consultant

Relationship Officer

I.I.T.Main Gate

Udhawa


Requirement:

Prior experience in handling General Insurance products is mandatory.

Strong communication and client coordination skills.

Ability to manage policies, documentation, and customer service.

Location: Vapi, Gujarat
Position: Full-time (Urgent Requirement)

Interested candidates may send their resume to:
📩 rohitfinvest@gmail.com


Rohit Finvest

Insurance Manager

Moolakulam Stop‎

New Mofussil Bus Station‎

We are hiring Candidates for the post of Financial consultant from housewives Financial distributors and retired people in and around Pondicherry. Interested Candidates may call or wattsapp to 8072841031


Max Life Insurance Company Limited

Financial Consultant

Santoshi Mata Chowk

Bund Garden Central Mall

a direct channel role involves selling insurance policies directly to customers without using intermediaries like agents or brokers. This can be done through online platforms, call centers, or in-person at a company's branch. Common direct channel job rolesSales and relationship managementRelationship Manager, Direct Channel: A frontline sales role where you are responsible for promoting and selling insurance policies directly to prospective and existing clients. This often involves understanding customer needs, recommending products, and maintaining strong customer relationships.Territory Sales Manager: A role that involves leading a team of direct sales personnel to meet and exceed monthly sales targets within a specific region. It includes monitoring team performance, maintaining high-quality business, and ensuring compliance.Direct Sales Executive/Officer: Focused on outbound and inbound sales calls to customers or following up on leads generated through the company's website. They work to convert prospects into customers by explaining policy benefits and managing the sales process.Branch Manager, Direct Channel: A leadership role for an assigned branch that manages the direct channel business. Responsibilities include achieving sales targets, coaching a team of sales personnel, and ensuring regulatory compliance. Leadership and strategyChief Direct Distribution Officer: A high-level executive position overseeing all direct sales channels. This role focuses on strategy, profitability, and driving growth for the entire direct channel operation.Cluster Business Head: A management position that involves driving sales and achieving revenue targets for a specific cluster of sales teams. Responsibilities include strategic planning, performance monitoring, and team development. 

Key responsibilities:

Customer engagement: Directly interacting with customers to understand their needs, answer questions, and build lasting relationships to ensure satisfaction and retention.
Sales and target achievement: Actively selling policies and meeting or exceeding monthly and annual sales targets.
Adherence to regulations: Ensuring that all sales practices and processes are fully compliant with company policies and regulatory guidelines, such as those set by the IRDAI in India.
Upselling and cross-selling: Identifying opportunities to sell additional products or services to existing customers to increase their lifetime value.
Leveraging technology: Using online tools, customer relationship management (CRM) software, and other digital platforms to streamline the sales process and enhance the customer experience. 


Canara Hsbc Oriental Bank Of Commerce Life Insurance Company Ltd

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

Ahmedabad (Rural) District Court

Chimanbhai Patel Institute

✅ Hiring: Options Client Acquisition Specialist | Ahmedabad
Location: Ahmedabad
Department: Derivatives / Options Desk
Experience: Minimum 4 years in Broking / Capital Market Sales
Role Type: Full-time, On-site
Role OverviewWe are hiring an experienced professional to drive options trading client acquisition and manage volume growth through digital & on-ground trader networks.
Key Responsibilities• Acquire active Options trading clients through
Telegram groups, trading communities, influencers, institutes & events
• Reactivate inactive or low-trading option clients
• Increase trading volume from existing clients
• Explain product features and handle client queries
• Provide support on trading platforms & tools
• Build & maintain strong relationships with traders & investors
Requirements• Minimum 4+ years experience in stock broking / capital markets
• Strong knowledge of Derivatives & Options trading
• Experience working with trader communities preferred
• Excellent communication and networking skills
• Able to drive client acquisition & trading volumes
Why This Role• Work with active trader ecosystem
• Opportunity to scale in fast-growing options segment
• Dynamic market-facing desk role, no field sales pressure tone
Apply Now📞 7096087107
📧 hr.headsbase@gmail.com
📍 Ahmedabad


Headsbase Consultancy

Options Client Acquisition Specialist

Subramanya Nagar

St Joseph Boys High School

🧩 Job Title: Senior Lead Associate Manager
Department: People Management & Team Handling Operations    
Location: Bangalore - Urban
Employment Type: Full-Time/ Part Time / Work From Home.

 🎯 Role Overview

The Senior Lead Associate Manager plays a pivotal role in driving people-centric strategies across business units. This role is responsible for managing team dynamics, fostering a high-performance culture, and aligning HR initiatives with organizational goals. The ideal candidate will be a proactive leader, skilled in employee engagement, conflict resolution, and operational excellence.

🛠 Key Responsibilities
👥 People Management & Team Handling
- Lead and mentor cross-functional teams to ensure alignment with business objectives.
- Drive employee engagement initiatives, recognition programs, and team-building activities.
- Resolve interpersonal conflicts and performance issues with empathy and assertiveness.
- Conduct regular one-on-one check-ins and team reviews to monitor morale and productivity.

 🧠 Strategic HR Partnership
- Collaborate with business leaders to identify workforce needs and talent gaps.
- Support organizational change initiatives including restructuring, role redesign, and succession planning.

 📈 Performance & Development

- Facilitate performance management cycles, feedback sessions, and development plans.
- Identify training needs and coordinate learning interventions to upskill teams.
- Promote a culture of continuous improvement and leadership development.

 ✅ Qualifications & Skills

- Bachelor’s or Master’s degree in , or related field.
- 3–5 years of experience in team or people management roles.
- Strong interpersonal and communication skills—both written and verbal.
- Experience in policy drafting, team motivation, and operational execution.

 🌟 Preferred Attributes
- Strategic thinker with a hands-on approach.
- Passionate about building positive, high-performing teams.
- Strong design sensibility for visual communication and branding.
- Familiarity with internal contests, recognition frameworks, and employee lifecycle management.


Dhanalakshmi Havan Worldwide Private Limited

Sr. Lead Associate Manager

Khokhaddad

Rajkot Saurastra

urgent requirement of Equity and Wealth RM

💼 1️⃣ Equity Dealer – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 1–4 Years | Graduate / NISM Certified
💰 CTC: Up to ₹6 LPA
🗣️ Interview: Face-to-Face (Anmol Arcade, Akshar Marg)
JD (Short):
Looking for experienced Equity Dealers to manage client portfolios, execute trades, and provide advisory support. Must have sound market knowledge & NISM certification.
➡️ Immediate joiners preferred.
💼 2️⃣ Sales RM – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 0–4 Years | Graduate / MBA
💰 CTC: Up to ₹6 LPA
🗣️ Interview: Face-to-Face
JD (Short):
Responsible for client acquisition, selling equity & investment products, and maintaining relationships. Target-oriented professionals from finance or banking preferred.
💼 3️⃣ Neo KAM (Sales) – Rajkot📍 Location: Rajkot City
👤 Experience: 1–4 Years | Finance / Investment Background
💰 CTC: Up to ₹4.5 LPA
🗣️ Interview: Face-to-Face
JD (Short):
Responsible for sales and client acquisition in investment products. Must have good communication, confidence in handling client queries & achieving monthly targets.
💼 4️⃣ Neo Dealer (Bank Channel) – Rajkot📍 Location: Anmol Arcade, Rajkot
👤 Experience: 2–5 Years | NISM 8 Mandatory
💰 CTC: Up to ₹6.5 LPA
🗣️ Interview: Face-to-Face
JD (Short):
Handling client trading requirements via bank channel. Candidate should be NISM 8 certified with equity market knowledge. Prior experience in broking/banking preferred.
💼 5️⃣ Wealth Relationship Manager – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 2–5 Years | Wealth / Financial Advisory
💰 CTC: Up to ₹8 LPA
🗣️ Interview: Virtual / F2F
JD (Short):
Managing HNI relationships, advising on wealth products like Mutual Funds, Bonds, and Equity. Strong communication & advisory skills required.
💼 6️⃣ KCP RM (Fund Expert ND) – Rajkot📍 Location: Akshar Marg, Rajkot
👤 Experience: 2–5 Years | Mutual Fund / IFA Handling
💰 CTC: Up to ₹8 LPA
🗣️ Interview: Virtual
JD (Short):
Acquire and manage IFA (Independent Financial Advisor) network. Drive mutual fund sales, conduct product sessions & ensure business growth.
✅ Total Rajkot Openings: 6 Positions
👉 All from Broking / Wealth / Financial Advisory domain
🚀 Immediate joiners & NISM-certified candidates preferred

interested candidate can apply to this post or email cv on kruti.headsbase@gmail.com


Equity And Wealth Relationship Manager

Delhi Cantt

𝗦𝗞𝗜𝗟𝗟𝗦 :-

*Good verbal and communication skills
*Negotiation ability
*Prospecting the leads 
* Customer handling
* Excellent learning skills
* Claims management 

𝐀𝐁𝐎𝐔𝐓 𝐓𝐇𝐄 𝐉𝐎𝐁 :-
In this job you will be designated as an advisor in the " 𝐋𝐈𝐂 " who will sell insurance products on behalf of "LIC".
It will be purely a sales job . You will have to prospect the potential customers, identify their needs and give them the best service possible .
QUALIFICATIONS:
10 th pass
Minimum age 18 years

𝐖𝐇𝐀𝐓 𝐘𝐎𝐔 𝐖𝐈𝐋𝐋 𝐁𝐄 𝐆𝐄𝐓𝐓𝐈𝐍𝐆 ?

You will be getting the commission on each and every policy you sell. 
Commission Structure in "LIC" as of now:-
• In the first year you will get 28% commission on each policy you sell 
• in the 2nd , 3rd 4th and 5th, you will get 7.5% commission on selling 
• After it, till the policy term you will get 5% commission that is called renewal commission
• Gratuity upto 5 lakh
• A chance of getting a government job in LIC after serving for 5 years 
• Mediclaim
• Office and festive advances
• Home loan, educational loan, bike and car loan at almost no interest rate


𝐀𝐁𝐎𝐔𝐓 𝐔𝐒:-
The Life Insurance Corporation of India (LIC) is a state-owned insurance and investment company. Established in 1956, LIC is one of the largest insurance companies in India. 

We offer a wide range of life insurance products, including term insurance, endowment plans, money-back policies, and unit-linked insurance plans (ULIPs). LIC aims to provide financial protection and wealth creation opportunities to individuals. Our products are designed according to diversified needs of customers, offering options for savings, investment, and retirement planning.

𝐅𝐎𝐑 𝐌𝐎𝐑𝐄 𝐃𝐄𝐓𝐀𝐈𝐋𝐒 :-
Contact:-
Mobile - 9711821620
Gmail- Komal79824@gmail.com


Lic Agent

Rajaji Nagar Old Police Station

We are ISO certified Private limited power electronics and water treatment product manufacturing company, located at Agrahara Dasarahalli, Magadi road, Bengaluru,
We are planning to create one more business vertical for our company and our customers,
Our company looking for a Experienced Equity, Commodity trading expert Full or Part time bases.
Best Salary and incentives are offered.


Cosmic Micro Systems Private Limited

Stock Market Specialist

Council Hall (Police Commissioner Office)

Bajaj Allianz Life Insurance Company Limited

Insurance Consultant

Nai Duniya

MR 10 Road

Envision Infotech

Keshari Nagar

Laxmisagar

Team Leader

Ahmedpur

Budha Gaon

NIVA BUPA HEALTH INSURANCE 
AXIS BANK 
CTC 3.5


Niva Bupa Health Insurance Company

Relationship Manager

Sohna Chowk Gurgaon

Agency Sales: Recruiting Advisors from your own social network, then getting business through them by trained them and Motivate.
Direct Sales: Getting business from 100% leads provided by the company.
Bancassurance: Getting insurance business by sitting in alloted branch for a Particular Bank


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Banking / Insurance / Financial Services Jobs - 6762 Verified Vacancies

Relationship Officer

Insurance Manager

Financial Consultant

Relationship Officer/Sr Relationship Officer/Ex Relationship Officer

Options Client Acquisition Specialist

Sr. Lead Associate Manager

Equity And Wealth Relationship Manager

Lic Agent

Stock Market Specialist

Insurance Consultant

Stock Market Specialist

Team Leader

Relationship Manager

Agency Manager

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